IAN

Integrated Advisors Network Portfolio holdings

AUM $2.21B
1-Year Est. Return 21.59%
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
+$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$9.92M
3
+$6.13M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.6M
5
AAPL icon
Apple
AAPL
+$3.99M

Top Sells

1
+$16.6M
2
+$9.23M
3
+$7.96M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.54M
5
COTY icon
Coty
COTY
+$5.68M

Sector Composition

1 Technology 14.92%
2 Financials 8.34%
3 Consumer Discretionary 4.97%
4 Industrials 4.48%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$101M 4.84%
171,999
-2,565
2
$91.7M 4.38%
156,474
+16,933
3
$68.6M 3.28%
274,104
+15,944
4
$45.3M 2.16%
337,087
-13,472
5
$41.4M 1.98%
98,223
-989
6
$40M 1.91%
182,397
+6,422
7
$38.4M 1.84%
222,839
-323
8
$38M 1.82%
415,634
+262,125
9
$33M 1.58%
64,561
-5,155
10
$32.8M 1.57%
526,668
-37,949
11
$29.3M 1.4%
1,074,033
+71,388
12
$25.4M 1.21%
134,077
+998
13
$24M 1.15%
103,419
+10,191
14
$22.3M 1.06%
41,354
+2,004
15
$21.4M 1.02%
59,016
+760
16
$20.1M 0.96%
348,801
+79,979
17
$19.9M 0.95%
49,306
+1,962
18
$18.8M 0.9%
78,531
-1,580
19
$18.7M 0.89%
80,273
+12,453
20
$18.6M 0.89%
95,176
+7,394
21
$17.2M 0.82%
65,769
+7,616
22
$17.1M 0.82%
134,149
-3,558
23
$16.7M 0.8%
237,352
-8,500
24
$15M 0.72%
16,418
+333
25
$14.6M 0.7%
80,508
-10,574
1
2 3 4 5